Civic Intelligence

Adelle Davis Foundation

990PF • Fiscal year 2018 • EIN 23-7262117

Jul 01, 2017 to Jun 30, 2018 • Filed on May 08, 2018

Organization Profile
PO Box 40287Santa Barbara, CA 93140

(805) 845-6507

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

91st percentile

$37,200

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 32.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

484%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$409,006

Up $39,520 (+11%) from 2017

Net Assets

Up

$406,301

Up $39,510 (+11%) from 2017

Liabilities

Up

$2,705

Up $10 (+0.4%) from 2017

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin86th percentile

Revenue

Up

$116,111

Up $96,223 (+484%) from 2017

Expenses

Down

$76,601

Down $2,111 (-2.7%) from 2017

Net Income

Up

$39,510

Up $98,334 (+167%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2016: $428,310Liabilities 2016: $2,695Net Assets 2016: $425,6152016Assets 2017: $369,486Liabilities 2017: $2,695Net Assets 2017: $366,7912017Assets 2018: $409,006Liabilities 2018: $2,705Net Assets 2018: $406,3012018Assets 2019: $363,883Liabilities 2019: $6,277Net Assets 2019: $357,6062019Assets 2020: $314,315Liabilities 2020: $0Net Assets 2020: $314,3152020Assets 2021: $301,928Liabilities 2021: $0Net Assets 2021: $301,9282021Assets 2022: $261,002Liabilities 2022: $0Net Assets 2022: $261,0022022Assets 2023: $212,789Liabilities 2023: $0Net Assets 2023: $212,7892023Assets 2024: $183,892Liabilities 2024: $0Net Assets 2024: $183,8922024

Highlighted filing

2018

Assets$409,006
Liabilities$2,705
Net Assets$406,301
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2016: $36,118Expenses 2016: $87,359Net Income 2016: -$51,2412016Revenue 2017: $19,888Expenses 2017: $78,712Net Income 2017: -$58,8242017Revenue 2018: $116,111Expenses 2018: $76,601Net Income 2018: $39,5102018Revenue 2019: $28,379Expenses 2019: $77,074Net Income 2019: -$48,6952019Revenue 2020: $27,459Expenses 2020: $70,750Net Income 2020: -$43,2912020Revenue 2021: $59,590Expenses 2021: $71,977Net Income 2021: -$12,3872021Revenue 2022: $25,407Expenses 2022: $66,333Net Income 2022: -$40,9262022Revenue 2023: $13,535Expenses 2023: $61,748Net Income 2023: -$48,2132023Revenue 2024: $39,530Expenses 2024: $68,427Net Income 2024: -$28,8972024

Highlighted filing

2018

Revenue$116,111
Expenses$76,601
Net Income$39,510
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELOISE DILLINGManagerFT$37,200-$37,200
GABE DOMINOCIELODirector-$0--
DENNIS MERENBACHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Adelle Davis Foundation
EIN
23-7262117
Phone
8058456507
Address
PO BOX 40287, SANTA BARBARA, CA 93140

Signing Officer

Name
Eloise Dilling
Title
Manager
Phone
8058456507
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Gregory D Siadal CPA
Address
1933 CLIFF DRIVE SUITE 25, SANTA BARBARA, CA 93109
Preparer
Gregory D Siadal
Phone
8059665306
Raw XML Appendix359 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4FOUNDATION FOR SBCC CULINARY ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35151 STATE UNIVERSITY DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SANTA BARBARA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt060416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt060416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047369
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014580
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013993
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02619
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt042723
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014580
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0107785
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt093205
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11004
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2101
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31140
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4630
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5950
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0114
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11003
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2101
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31141
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4630
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5950
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0228
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12007
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2202
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51900
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0831
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0831
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08567
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08567
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELOISE DILLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08058456507
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADELLE DAVIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ADEL
ReturnHeader/Filer/EIN0237262117
ReturnHeader/Filer/PhoneNum08058456507
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 40287
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093140
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0878F9DF4B5A4558383DE514D3699556306E26744
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0878F9DF4B5A4558383DE514D3699556306E26744
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.252.229.195
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:26:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0956559256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREGORY D SIADAL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01933 CLIFF DRIVE SUITE 25
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093109
ReturnHeader/PreparerPersonGrp/PhoneNum08059665306
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY D SIADAL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-09T11:26:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$409,006
Liabilities
$2,705
Net assets
$406,301
Revenue
$116,111
Expenses
$76,601
Net income
$39,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.40$0.68$0.29
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.14$0.62$0.48
2022Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.25$0.66$0.41
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.60$0.72$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.27$0.71$0.43
2019Detailed filing. Detailed filing data is available for this year.$3.64$0.06$3.58$0.28$0.77$0.49
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.03$4.06$1.16$0.77$0.40
2017Detailed filing. Detailed filing data is available for this year.$3.69$0.03$3.67$0.20$0.79$0.59
2016Detailed filing. Detailed filing data is available for this year.$4.28$0.03$4.26$0.36$0.87$0.51